Whether clients are in need of basic estate planning services or more complex plans, Leech Tishman’s team of attorneys listens to clients’ needs and provides an honest recommendation on how they can best assist in the preparation of these uniquely important documents.
We understand the upmost importance of drafting estate planning documents that clearly outline our clients’ wishes and leave little room for ambiguity or interpretation. Our attorneys assist high-net-worth individuals with the management, transfer, and protection of personal wealth, and our team works diligently to create estate and trust plans that distribute that wealth however the client wishes.
Leech Tishman’s trusts and estates attorneys provide clients with a comprehensive estate planning strategy, not only to determine disposition of assets after death, but also to legally minimize current tax liabilities. Our goal is to preserve our clients’ estates in a manner that is most conducive to their last wishes, whether that is passing on their wealth to future generations or donating it to a charitable organization.
- Consult with clients to assess their estate and provide recommendations on appropriate estate planning documents, as well as recommendations to minimize tax liabilities
- Document management and record keeping
- Prepare estate planning documents, including;
- Living wills;
- Powers of attorney;
- Health care directives;
- Revocable trusts; and
- Last wills & testaments